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UnitedHealth

3,118 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 272 funds opening new positions, 1,268 increasing their positions, 1,408 reducing their positions, and 644 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,118
Holders Change
-437
Holders Change %
-12.29%
% of All Funds
41.79%
Holding in Top 10
73
Holding in Top 10 Change
-150
Holding in Top 10 Change %
-67.26%
% of All Funds
0.98%
New
272
Increased
1,268
Reduced
1,408
Closed
644
Calls
$15.3B
Puts
$12.1B
Net Calls
+$3.19B
Net Calls Change
+$2.33B
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
2026
Weinberger Asset Management
California
$644K -$41.5K -133 -6%
LAM
2027
Lewis Asset Management
California
$643K +$216K +692 +51%
BCP
2028
Berkeley Capital Partners
Georgia
$642K -$77.4K -248 -11%
YIM
2029
Yoffe Investment Management
Pennsylvania
$642K +$312 +1 +0%
CWM
2030
Cornerstone Wealth Management
Missouri
$641K +$51.8K +166 +9%
GWA
2031
Gratus Wealth Advisors
Virginia
$639K -$94.8K -304 -13%
TWM
2032
Thrive Wealth Management
Pennsylvania
$638K +$102K +327 +19%
GWCM
2033
Godshalk Welsh Capital Management
Pennsylvania
$638K -$14K -45 -2%
GWP
2034
Gateway Wealth Partners
Wisconsin
$637K +$246K +789 +63%
RL
2035
Rogco LP
Oklahoma
$634K +$115K +368 +22%
BL
2036
BFSG LLC
California
$634K +$14.7K +47 +2%
DWA
2037
Douglass Winthrop Advisors
New York
$632K -$3.01M -9,662 -83%
SIS
2038
Sound Income Strategies
Florida
$630K -$118K -378 -16%
VCWA
2039
Vanguard Capital Wealth Advisors
Colorado
$630K +$630K +2,018 New
AWM
2040
Aprio Wealth Management
Georgia
$629K +$170K +545 +37%
CWA
2041
Crux Wealth Advisors
California
$625K +$59.9K +192 +11%
LK
2042
Lumbard & Kellner
New Hampshire
$624K
EC
2043
Enhancing Capital
Pennsylvania
$624K
ECA
2044
Elevated Capital Advisors
Utah
$621K
FSA
2045
Franklin Street Advisors
North Carolina
$617K +$7.49K +24 +1%
RP
2046
Riverwater Partners
Wisconsin
$615K -$245K -784 -28%
UCB
2047
United Community Bank
South Carolina
$615K -$59.9K -192 -9%
CSB
2048
City State Bank
Iowa
$615K +$138K +441 +29%
SFWC
2049
Strategic Family Wealth Counselors
New Jersey
$614K +$189K +605 +44%
LIM
2050
Longfellow Investment Management
Massachusetts
$614K +$609K +1,951 +10,839%